Creating model quotes could be very helpful, so here are all the steps you have to follow to create a model quote:
Click on Quote submenu from CRM module.
Click on
icon.
Select the language, add name to the Template Name field, edit chapter's name by clicking on the
, or add new chapters by clicking on the
. You can also delete a chapter by clicking on
.
If you need, you can also select PDF options.
Then add content to the model quote by clicking on Add Content, then select the given options too add your content. After this, click on Save.
You can also create a model quote for a specific quote:
After step 1 from above click on a quote.
Click on Actions then click on Model Quote
Add a Template Name and change the informations or PDF options if you need to then click on Save.
